PeopleSoft Financials

PeopleSoft Financials is used for creating and inquiring on financial journals, payment requests and requisitions. To find helpful resources for using PeopleSoft Financials, select "PeopleSoft Financials Materials" from the sidebar.

Two online trainings are required to be completed by employees seeking access to the Accounts Payable, eProcurement or General Ledger modules of PeopleSoft Financials. To gain access to these modules, follow the procedure below.

Upon successful completion of both the online training and the security form, access to the requested module(s) of PeopleSoft Financials will be granted. Questions regarding this process may be directed to erptraining@case.edu.

Access to PeopleSoft Financials Reporting

To gain access to the reporting system of PeopleSoft Financials, an individual from your department, who already has access to the system, must log in to PeopleSoft Financials and complete the "Reporting Access" tab on the Online Security Form. Further details are available by reviewing the Online Security Form Instructions.